EXISTING CONTRACT (RENEWAL)
Please get a quote from the vendor and send to busserv@sfsu.edu.
A Technology Acquisition Request (TAR) must be completed for every new technology-related purchase except items that are already listed as pre-approved. If required, please complete the TAR form and email the Master Ticket number to busserv@sfu.edu.
http://its.sfsu.edu/technologyacquisitionreview
NEW CONTRACT
Please get a quote from the vendor and send it to busserv@sfsu.edu.
A Technology Acquisition Request (TAR) must be completed prior to every new technology-related purchase except items that are already listed as pre-approved. If required, please complete the TAR form and email the Master Ticket number to busserv@sfu.edu
http://its.sfsu.edu/technologyacquisitionreview
The 204 New Vendor Form is required for a new vendor to be added to the Procurement system. Email a blank copy of this form to the vendor contact person and have the company email back a completed and signed form to busserv@sfsu.edu. The form will be forwarded to Fiscal Affairs for processing.
http://fiscaff.sfsu.edu/content/sfsu-vendor-204-form
The Insurance Liability Form is required if the vendor comes on campus. California State University requires all vendors who provide services on its campuses maintain adequate general liability, auto liability, professional liability (when applicable), and Worker's Compensation insurance. San Francisco State University is requesting your firm submit a certificate of insurance as evidence of coverage in compliance with CSU Requirements. The form will be forwarded to Procurement for processing.
Insurance Form PDF
CONTRACTS OVER $50,000
Please submit an Informal Proposal Document Checklist. This form is required for all new IT software or hardware purchases in excess of $50,000. Two to three vendor proposals must be submitted in addition to the chosen vendor in accordance with California State guidelines. Please choose one appropriate option to complete. This completed checklist and supporting documentation must be submitted before an agreement or Requisition/Purchase Order (PO) can be created and finalized. The proposals will be sent to Procurement.
A Sole Source form is required to document the instance of a sole vendor or sole brand when a request is made for a non-competitive purchase, or to limit the bidding specifications to one source and/or one brand or trade name. Please provide a complete and detailed response to each question. Requests for non-competitive sole-source requests of $100,000 or more require approval of the Vice President of Administration and Finance. Sole Source requests greater than $250,000 require approval by the Office of the Chancellor. The form will be sent to Procurement for approval.
http://fiscaff.sfsu.edu/sites/default/files/forms_documents/UPDATED%20S…
Please submit a Request for Information (RFI) form. A RFI is primarily used to gather information to help make a decision on what steps to take next. In addition to gathering basic information, an RFI can be used to be sent to a broad base of potential suppliers for the purpose of developing strategy, building a database, and preparing for a Request for Proposal (RFP) or Request for Quote (RFQ). The proposals will be sent to Procurement.
RFI Template
NEW SOFTWARE PURCHASE
A Technology Acquisition Request (TAR) must be completed prior to every new technology-related purchase except items that are already listed as pre-approved. If required, please complete the TAR form and email the Master Ticket number to busserv@sfu.edu.
CONSULTING
A Technology Acquisition Request (TAR) must be completed prior to every new technology-related purchase except items that are already listed as pre-approved. If required, please complete the TAR form and email the Master Ticket number to busserv@sfu.edu.
http://its.sfsu.edu/technologyacquisitionreview
The 204 New Vendor Form is required for a new vendor to be added to the Procurement system. Email a blank copy of this form to the vendor contact person and have the company email back a completed and signed form to busserv@sfsu.edu. The form will be forwarded to Fiscal Affairs for processing.
https://erm.sfsu.edu/sites/default/files/IC%20Starter%20Packet_0.pdf
The Insurance Liability Form is required if the vendor comes on campus. California State University requires all vendors who provide services on its campuses maintain adequate general liability, auto liability, professional liability (when applicable), and Worker's Compensation insurance. San Francisco State University is requesting your firm submit a certificate of insurance as evidence of coverage in compliance with CSU Requirements. The form will be forwarded to Procurement for processing.
Insurance Form PDF
FOR BUSINESS SERVICES TEAM ONLY
Direct Payment Forms are used by the Business Services team to pay telephone bills and approved invoices.
http://fiscaff.sfsu.edu/sites/default/files/forms_documents/Direct_Paym…
PO Change/Finalization Forms are used by the Business Services team to make changes to PO accounting codes or to close older Purchase Orders.
http://fiscaff.sfsu.edu/content/po-changefinalization-request-form
Account Codes are used when entering Requisitions into the CFS System to identify and record the type of purchase, whether it be software, hardware, maintenance contracts, or IT communication expenses. Codes are determined by cost and category on the flow chart.
Requisition account refer chart